GOVT icon

iShares US Treasury Bond ETF

755 hedge funds and large institutions have $25.2B invested in iShares US Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 328 increasing their positions, 283 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-21
Holders Change %
-2.71%
% of All Funds
10.12%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
0.75%
New
57
Increased
328
Reduced
283
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.39B +$201M +8,760,376 +3%
LPL Financial
2
LPL Financial
California
$2.43B +$62.7M +2,728,177 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.71B +$10.8M +470,264 +0.6%
Truist Financial
4
Truist Financial
North Carolina
$1.59B -$10.4M -452,337 -0.7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$946M +$2.78M +121,143 +0.3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$926M +$64.2M +2,794,537 +7%
Morgan Stanley
7
Morgan Stanley
New York
$726M +$276M +11,993,847 +61%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$705M +$701M +30,576,208 +17,484%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$571M +$32.2M +1,415,215 +6%
AssetMark Inc
10
AssetMark Inc
California
$517M +$9.53M +414,649 +2%
AF
11
Allworth Financial
California
$501M +$6.19M +269,231 +1%
JPG
12
Jordan Park Group
California
$482M +$58.8M +2,559,272 +14%
Charles Schwab
13
Charles Schwab
California
$457M -$12M -524,283 -3%
FEG
14
Fund Evaluation Group
Ohio
$309M +$27.1M +1,177,418 +10%
BlackRock
15
BlackRock
New York
$277M +$21.3M +925,467 +8%
MIM
16
Morningstar Investment Management
Illinois
$255M -$30.5M -1,329,030 -11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$210M -$94.4M -4,106,861 -31%
UCFA
18
United Capital Financial Advisors
Texas
$180M -$6.74M -293,462 -4%
TPCW
19
TD Private Client Wealth
New York
$147M +$6.56M +285,524 +5%
UBS Group
20
UBS Group
Switzerland
$137M +$5.38M +233,986 +4%
EWA
21
EP Wealth Advisors
California
$133M +$899K +39,109 +0.7%
NB
22
Norinchukin Bank
Japan
$132M +$12.9M +562,973 +11%
Ameriprise
23
Ameriprise
Minnesota
$132M +$13.3M +577,005 +11%
CCA
24
Cobblestone Capital Advisors
New York
$116M +$746K +32,447 +0.6%
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$101M -$106M